RangeReviews of range.com

I've been really happy with how Range has guided me through a host of challenges my growing family is facing, including getting life insurance, buying a house, getting home owners insurance, and saving for college. Highly recommended!

Has been an excellent first 9 months working with range as an all in one wealth management, tax planning, and financial consultant support. I was reluctant to get a CFP for years and I so regret not doing this sooner.

Paignton store staff are exceptional. So helpful. Highly recommend.

As a tech professional with a growing income, I found myself at a turning point. I had multiple income streams, a couple of properties, and a mix of investments, but keeping track of everything—from cash flow to tax implications across multiple K-1s and business interests—was becoming overwhelming. Like many of my peers, I considered myself financially savvy. I had tried robo-advisors, self-service tools, and traditional wealth managers, but none provided the holistic, proactive approach I needed. Self-service tools required endless research and still left gaps, while traditional advisors followed the same outdated playbook: collect fees, allocate to a basic portfolio, and check in once a year. What initially drew me to Range was their tax optimization strategy, but what I found was something far more valuable. From day one, my advisor took the time to truly understand my financial goals, lifestyle, and long-term vision before recommending anything. Instead of a cookie-cutter financial plan, I got a personalized strategy tailored to my situation. Why Range Stands Out ✅ 24/7 Access to a Team of Advisors – I can message them any time and get thoughtful, personalized responses within 24 hours. It’s like having a financially savvy friend who actually knows my complete financial picture. ✅ Flat-Fee, Transparent Pricing – No AUM fees or commissions. Just a clear, straightforward pricing model that actually makes sense. ✅ Proactive Tax & Estate Planning – They’ve helped me optimize my tax strategy, explore real estate investing, and plan for intergenerational wealth—something I wasn’t getting from other advisors. ✅ A Platform That Works – Unlike traditional advisors, Range’s platform gives me a real-time, holistic view of my finances while still allowing for high-touch, human guidance. ✅ Comprehensive Financial Strategy – Instead of just reacting to immediate needs, I now have a proactive, long-term financial plan that includes investments, cashflow, estate planning, and risk management. The Value & ROI 💰 Worth every penny. The tax strategy alone covered the cost of membership, but the peace of mind, clarity, and confidence in my financial future have been truly invaluable. Looking back, I realize I wasn’t just looking for financial advice—I needed a true partner who could help simplify and optimize my increasingly complex financial life. Range has become that partner, giving me both the tools and expertise to feel completely in control of my financial future. Highly recommend Range for professionals, entrepreneurs, and anyone with complex finances who wants more than just a generic investment portfolio.

Range has been a welcome addition to our financial planning. As I have no formal financial education, we sought professional help once our net worth exceeded $500,000. We specifically wanted a flat, predictable, and transparent fee for a financial team with no conflicts of interest or long term commitments. Range proved to be just that. Range provided advice to immediately increase investment allocation efficiency within our IRAs and 401(k)s. They also advised on debt payoff and savings account strategies. We quickly set up brokerage accounts through their partner custodian, Altruist. Despite its user interface simplicity, Altruist has proved functional and efficient, with accounts set up and transfers initiated the same day. Range’s managed brokerage account, Individual Retirement Account, and High Yield cash account that rivals most high-yield savings accounts are attractive for long-term investing. From an efficiency standpoint, Range helped us identify areas of over-insurance, saving us unnecessary premiums, and advised on areas where more insurance was needed to protect our financial future. Range’s financial data aggregator has totally changed our financial management. Previously, we used Mint.com and a spreadsheet, but Range’s user-friendly interface connects with every financial institution, providing a comprehensive view of our finances in real time. Budgeting, cash planning, and transaction management tools are invaluable. I’ve even identified fraudulent transactions before my financial institution flagged them. Range also offers expert financial advice. They’ve guided us in purchasing a second property, a new vehicle, cryptocurrency, and private equity funds. The team provides considerations to help us make informed decisions. However, Range’s service isn’t for those seeking a completely hands-off approach. It’s a collaborative space where clients are involved in education, decision-making, and executing their financial future. Range’s comprehensive service has grown with our financial complexity over the past two years. We recently upgraded to the Platinum service for strategic tax planning, filing, and trust/wills setup. My wife and I highly recommend Range based on our experience since June 2023 and will continue as happy customers for the foreseeable future.

Range is building the next-generation wealth management solution! I've been using Range since January 2024 and have been blown away by how great the product is and the service I receive on issues related to tax, estate planning, budgeting, investments, and more. In ten years, Range will undoubtedly be a household name, toppling the giants of today. I look forward to this journey and helping them build the future of wealth management.

Pylon has been a total game changer for how I manage my money.

Pylon is amazing to use! It was easy to setup and connect my accounts, and provided a ton of useful tools to see all my investments and money management in one place. I also love the cash flow projections to help me plan out my future I previously used tools like Intuit Mint and Wealthfront but the UI and feature bloat was a bit too much. Pylon is much cleaner and easier to use!